Filed September 29, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,297 | $49,896+363.6% | $80,627+186.9% | $75,173+207.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 17.62% | 34.67%-17.1pp | 936.76%-919.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $5,784 | $1,699+240.5% | $2,723+112.4% | $2,671+116.5% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,366 | $3,578-61.8% | $5,381-74.6% | $5,651-75.8% |